Wealthedge Investment Advisors, LLC reported 89 positions worth $139.71M for the quarter ended Jun 30, 2026, up 6.4% on the prior quarter. It opened 14 new positions, added to 35, trimmed 33 and exited 16. Its largest holding is Microsoft Corp at 9.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BSX Boston Scientific Corp | +51.4K | – | $2.19M | 1.57% |
| META Meta Platforms, Inc. | +3,716 | +37.2% | $2.09M | 5.53% |
| AMRZ Amrize Ltd | +34.4K | +354.6% | $1.83M | 1.68% |
| STX Seagate Technology Holdings plc | +1,735 | – | $1.67M | 1.2% |
| SNDK Sandisk Corp | +646 | +192.3% | $1.47M | 1.6% |
| LMT Lockheed Martin Corp | +2,259 | – | $1.15M | 0.824% |
| CRDO Credo Technology Group Holding Ltd | +4,145 | – | $1.13M | 0.807% |
| NFLX Netflix Inc | +15.8K | +547.8% | $1.12M | 0.952% |
| BE Bloom Energy Corp | +3,628 | – | $1.10M | 0.786% |
| PGR Progressive Corp | +4,690 | +44.1% | $1.02M | 2.4% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PRU Prudential Financial Inc | -36.1K | -92.6% | $3.90M | 0.224% |
| UNH Unitedhealth Group Inc | -8,085 | -93.8% | $3.36M | 0.159% |
| AMZN Amazon Com Inc | -10.4K | -36.1% | $2.47M | 3.13% |
| INTC Intel Corp | -15.5K | -85.0% | $2.16M | 0.274% |
| LLY ELI LILLY & Co | -1,521 | -34.4% | $1.82M | 2.5% |
| UPS United Parcel Service Inc | -13.2K | -83.1% | $1.42M | 0.206% |
| BFS Saul Centers, Inc. | -35.2K | -83.8% | $1.32M | 0.182% |
| TSLA Tesla, Inc. | -3,110 | -86.5% | $1.31M | 0.147% |
| CHCT Community Healthcare Trust Inc | -76.2K | -100.0% | $1.21M | Exited |
| DOC Healthpeak Properties, Inc. | -70.2K | -100.0% | $1.15M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BSX Boston Scientific Corp | +51.4K | $2.19M | 1.57% |
| STX Seagate Technology Holdings plc | +1,735 | $1.67M | 1.2% |
| LMT Lockheed Martin Corp | +2,259 | $1.15M | 0.824% |
| CRDO Credo Technology Group Holding Ltd | +4,145 | $1.13M | 0.807% |
| BE Bloom Energy Corp | +3,628 | $1.10M | 0.786% |
| GEHC GE HealthCare Technologies Inc. | +15.4K | $985.05K | 0.705% |
| VST Vistra Corp. | +6,009 | $953.21K | 0.682% |
| MELI Mercadolibre Inc | +474 | $804.56K | 0.576% |
| IBM International Business Machines Corp | +2,212 | $622.19K | 0.445% |
| ALAB Astera Labs, Inc. | +1,000 | $483.02K | 0.346% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CHCT Community Healthcare Trust Inc | -76.2K | $1.21M | 0.922% |
| DOC Healthpeak Properties, Inc. | -70.2K | $1.15M | 0.878% |
| EG Everest Group, Ltd. | -3,052 | $997.58K | 0.76% |
| OKE Oneok Inc | -10.2K | $921.98K | 0.702% |
| OCSL Oaktree Specialty Lending Corp | -68.0K | $768.83K | 0.586% |
| ADP Automatic Data Processing Inc | -3,645 | $740.64K | 0.564% |
| IDXX Idexx Laboratories Inc | -1,206 | $677.64K | 0.516% |
| SAP Sap Se | -3,774 | $646.15K | 0.492% |
| WD Walker & Dunlop, Inc. | -13.9K | $618.66K | 0.471% |
| PLTR Palantir Technologies Inc. | -2,053 | $300.31K | 0.229% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 35.1K | $13.10M | 9.37% | +748 | +2.2% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 43.0K | $12.43M | 8.9% | -2,348 | -5.2% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 52.3K | $10.46M | 7.49% | +1,969 | +3.9% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 28.3K | $10.13M | 7.25% | -2,511 | -8.1% | Reduced | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 13.7K | $7.72M | 5.53% | +3,716 | +37.2% | Added | 0% |
| 6 | QCOM Qualcomm Inc | Technology | 24.5K | $4.52M | 3.23% | +1,447 | +6.3% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 18.3K | $4.37M | 3.13% | -10.4K | -36.1% | Reduced | 0% |
| 8 | MU Micron Technology Inc | Technology | 3,506 | $4.05M | 2.9% | +253 | +7.8% | Added | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 2,906 | $3.49M | 2.5% | -1,521 | -34.4% | Reduced | 0% |
| 10 | PGR Progressive Corp | Financial Services | 15.3K | $3.35M | 2.4% | +4,690 | +44.1% | Added | 0% |
| 11 | GLD Spdr Gold Trust | Financial Services | 7,991 | $2.94M | 2.11% | -833 | -9.4% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 8,172 | $2.80M | 2.01% | +454 | +5.9% | Added | 0% |
| 13 | AMRZ Amrize Ltd | Basic Materials | 44.1K | $2.35M | 1.68% | +34.4K | +354.6% | Added | 0.01% |
| 14 | SNDK Sandisk Corp | Technology | 982 | $2.23M | 1.6% | +646 | +192.3% | Added | 0% |
| 15 | BSX Boston Scientific Corp | Healthcare | 51.4K | $2.19M | 1.57% | +51.4K | – | New | 0% |
Tip. Select a row to see that position’s full history at Wealthedge Investment Advisors.
As of its Q2 2026 13F filing, Wealthedge Investment Advisors, LLC’s five largest positions were Microsoft Corp (MSFT) at 9.4%, Apple Inc. (AAPL) at 8.9%, Nvidia Corp (NVDA) at 7.5%, Alphabet Inc. (GOOGL) at 7.3%, Meta Platforms, Inc. (META) at 5.5% of the reported portfolio.
Wealthedge Investment Advisors, LLC reported a 13F portfolio worth $139.71M across 89 positions for Q2 2026. That is up 6.4% from the previous quarter.
Its largest purchases by value were Boston Scientific Corp ($2.19M), Meta Platforms, Inc. ($2.09M), Amrize Ltd ($1.83M). It opened 14 new positions.
Its largest sales by value were Prudential Financial Inc ($3.90M), Unitedhealth Group Inc ($3.36M), Amazon Com Inc ($2.47M). It exited 16 positions entirely.
From the Form 13F-HR reports Wealthedge Investment Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.